OneDigital Investment Advisors, the registered investment advisory arm of Atlanta-based insurance broker and financial services firm OneDigital, has acquired the assets of Generations Wealth Planning, a Sarasota, Florida-based firm managing $170 million.
Terms of the acquisition were not disclosed.
Generations Wealth Planning is led by Rob and Kevin Lyons, a father-son duo, and serves more than 200 clients.
The deal "significantly extends OneDigital’s growing wealth division," the company said in a statement, noting that the Generations Wealth acquisition was its third purchase of a wealth management firm this year.
Carson is expanding one of its relationships in Florida while Lido Advisors adds an $870 million practice in Silicon Valley.
The approval of the pay proposal, which handsomely compensates its CEO and president, bolsters claims that big payouts are a must in the war to retain leadership.
Integrated Partners is adding a husband-wife tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
